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Financial Strategies Group, Inc.: SPAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Strategies Group, Inc. on SPAB, newest first. How the timeline and the estimate are built.

Financial Strategies Group, Inc. held 2,113,953 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,113,953 shares
    Change vs previous 13F +155,469 shares

    8.49% of the 13F portfolio, value $53,292,765.

    13F-HR 0001986152-26-000122 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,958,484 shares
    Change vs previous 13F +118,589 shares

    8.4% of the 13F portfolio, value $50,195,941.

    13F-HR 0001986152-26-000075 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,839,895 shares
    Change vs previous 13F +72,000 shares

    8.59% of the 13F portfolio, value $47,450,879.

    13F-HR 0001986152-26-000008 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,767,895 shares
    Change vs previous 13F +75,109 shares

    8.7% of the 13F portfolio, value $45,629,371.

    13F-HR 0001986152-25-000097 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,692,786 shares
    Change vs previous 13F +61,601 shares

    8.94% of the 13F portfolio, value $42,844,403.

    13F-HR 0001986152-25-000067 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,631,185 shares
    Change vs previous 13F +8,957 shares

    9.74% of the 13F portfolio, value $41,171,121.

    13F-HR 0001986152-25-000045 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,622,228 shares
    Change vs previous 13F -6,029 shares

    9.61% of the 13F portfolio, value $40,166,358.

    13F-HR 0001986152-25-000004 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,628,257 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $41,781,070.

    13F-HR 0001986152-24-000052 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).